See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,895 | $112,881-32.8% | $90,951-16.6% | $158,922-52.2% |
| Participation rate | 26.7% | 74.7%-48.1pp | 69.0%-42.3pp | 82.0%-55.3pp |
| Annual return | 15.26% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $957 | $2,893-66.9% | $2,122-54.9% | $4,761-79.9% |
| Participant deferral / active EE | $3,003 | $4,128-27.2% | $3,373-11.0% | $5,982-49.8% |
| Admin fee / account holder | $10,402 | $8,041+29.4% | $5,959+74.6% | $11,246-7.5% |